Client Services Associate for Financial Advisors

100 Raymond James & Associates, Inc.; Newport Beach (CA); On-site; USD 45,000 - 85,000; Full time

Job summary

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems.

The ideal candidate will communicate effectively across multiple platforms and manage multiple tasks with changing priorities in a fast-paced environment, while ensuring regulatory compliance.

Qualifications

• High School Diploma or equivalent; one year or more securities industry experience preferred.
• Demonstrated ability to communicate across multiple platforms (phone, email, in-person, virtual).
• Experience onboarding clients and maintaining client accounts in a CRM environment.

Responsibilities

• Serve as first point of contact for high volume client interactions via phone, in person, or virtual.
• Onboard new clients and open client accounts; research client and security information using internal databases.
• Ensure client information and documentation comply with firm and industry requirements.

Skills

Effective communication

Detail oriented

Problem solving

Customer service

Team collaboration

Education

High School Diploma or equivalent

Tools

CRM software

Excel

Job description

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and branch staff. The role includes onboarding new clients, opening accounts, and maintaining client information across systems.

The ideal candidate will communicate effectively across multiple platforms and manage multiple tasks with changing priorities in a fast-paced environment, while ensuring regulatory compliance.